Fund HoldingsLINCLUDEN MANAGEMENT LTD

Total Portfolio Value
$824.0K
Total Bought
$27.9K
Total Sold
$82.5K
Net Transaction
-$54.5K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
DIAGEO PLC-SPONS ADR(DEO)051,240+51,240070.91%+7
TC ENERGY CORP.(TRP)1,321,8211,288,496-33,32545506.11%+5
COLLIERS INTL GROUP INC.(CIGI)035,489+35,489040.54%+4
MANULIFE FINL CORP COM(MFC)1,734,0561,611,640-122,41632364.32%+4
JP MORGAN CHASE & CO(JPM)9,85828,573+18,715150.59%+3
BROOKFIELD CORP(BN)1,210,7601,019,986-190,77438414.96%+3
GILDAN ACTIVEWEAR INC(GIL)076,447+76,447030.31%+3
CANADIAN IMPERIAL BANK OF COMMERCE(CM)1,020,694867,719-152,97539425.07%+2
UDR INC.(UDR)63,830117,770+53,940250.55%+2
VENTAS INC(VTR)043,530+43,530020.26%+2
EXTRA SPACE STORAGE INC.(EXR)24,33531,100+6,765350.61%+2
BOSTON PROPORTIES INC.(BXP)028,541+28,541020.24%+2
VERIZON COMMUNICATIONS(VZ)272,607270,948-1,6599101.24%+1
DOLLAR GENERAL CORP.(DG)42,08141,680-401460.69%+1
BANK OF AMERICA CORPORATION153,045158,066+5,021450.65%+1
AMERICAN TOWER CORP(AMT)21,57521,5750450.57%+1
RMR GROUP INC.290,000290,0000780.99%+1
MICROSOFT CORP.(MSFT)18,78318,522-261670.85%+1
WALLGREENS BOOTS ALLIANCE INC267,831266,716-1,115670.85%+1
FEDERAL REALTY INVT TR(FRT)64,86164,386-475670.81%+1
US BANCORP(USB)183,236157,013-26,223670.82%+1
GRANITE REAL ESTATE INVT TR133,590133,5900780.93%+1
SIMON PPTY GROUP NEW(SPG)16,91216,9120220.29%+1
ING GROEP N V(ING)325,897321,378-4,519450.59%+1
HOME DEPOT(HD)12,53912,393-146440.52%+1
CITIGROUP INC.(C)47,50347,070-433220.29%0
ROGERS COMMUNICATIONS INC(RCI)67,01164,037-2,974330.36%0
CENTENE CORP. DEL(CNC)86,97386,027-946660.77%0
MORGAN STANLEY(MS)36,43835,964-474330.41%0
SANOFI SA(SNY)55,25266,195+10,943330.40%0
DISNEY WALT CO(DIS)36,59436,104-490330.40%0
TERRENO REALTY CORP.(TRNO)41,14041,1400230.31%0
WELLTOWER INC.(WELL)27,37127,3710220.30%0
SAP SE(SAP)9,6919,545-146110.18%0
AVALONBAY CMNTYS INC.13,97913,9790230.32%0
EQUINIX INC.(EQIX)2,0992,0990220.21%0
TRACTOR SUPPLY CO(TSCO)12,36912,284-85330.32%0
BROOKFIELD RENEWABLE PARTNERS LP
PARTNERSHIP UNIT
03,587+3,587000.01%0
TJX COMPANIES INC.(TJX)25,90525,500-405220.29%0
UNITEDHEALTH GROUP INC COM(UNH)4,1214,072-49220.26%0
KROGER CO(KR)111,946110,834-1,112550.61%0
PFIZER INC(PFE)309,026357,543+48,51710101.25%0
TOTAL ENERGIES SE(TTE)33,24032,845-395220.27%0
BROOKFIELD RENEWABLE(BEPC)1,6431,620-23000.01%0
JOHNSON & JOHNSON(JNJ)14,11313,882-231220.26%-0
GENTEX CORP.(GNTX)130,537128,978-1,559440.51%-0
CORNING INC.(GLW)97,72596,322-1,403330.36%-0
BANK MONTREAL QUE5540-55400-0
ORANGE(FNCTF)275,128271,074-4,054330.38%-0
CENOVUS ENERGY INC.(CVE)19,80019,8000000.04%-0
WAL MART STORES INC(WMT)21,20920,845-364330.40%-0
ORACLE CORP(ORCL)93,86793,105-76210101.19%-0
CAMDEN PROPERTY TRUST(CPT)45,91841,731-4,187440.50%-0
VODAFONE GROUP PLC(VOD)287,104283,911-3,193320.30%-0
BCE INC(BCE)1,153,5611,106,845-46,71644445.29%-0
ALPHABET INC.(GOOG)58,46750,916-7,551870.86%-1
COSTCO WHOLESALE(COST)7,0615,191-1,870430.42%-1
EOG RESOURCES(EOG)38,36035,274-3,086540.52%-1
CISCO SYSTEMS INC.(CSCO)210,126209,725-40111111.29%-1
TRICON RESIDENTIAL INC1,350,8761,000,396-350,4801091.10%-1
AMERICOLD REALTY TRUST(COLD)94,77663,965-30,811320.23%-1
RESTAURANT BRANDS INTL INC.(QSR)345,289278,935-66,35423222.64%-1
ROYAL BANK OF CANADA(RY)771,349649,472-121,87767667.97%-2
FIRST SERVICE CORP57,10939,648-17,461860.78%-2
BANK NOVA SCOTIA HALIFAX1,010,967890,245-120,72245435.26%-2
PEMBINA PIPELINE CORP.(PBA)1,033,597843,253-190,34431293.52%-2
MAGNA INTL INC(MGA)691,616588,925-102,69137354.22%-2
HALEON PLC(HLN)283,6020-283,60220-2
CANADIAN NATIONAL RAILWAY CO(CNI)356,326285,458-70,86839364.35%-3
VERMILLION ENERGY INC(VET)401,900247,801-154,099630.36%-3
CGI INC(GIB)60,50227,448-33,054630.36%-3
BROOKFIELD ASSET MGMT-A(BAM)98,6535,778-92,875300.03%-3
CANADIAN NAT RES LTD(CNQ)109,86359,793-50,070740.48%-3
COLLIERS INTL GROUP INC.(CIGI)35,4890-35,48930-3
TELUS CORP.(TU)2,018,3381,651,962-366,37633293.57%-4
GSK PLC(GSK)169,74765,975-103,772620.30%-4
SUNCOR ENERGY INC(SU)823,525679,963-143,56228222.64%-7
TORONTO DOMINION BK ONT(TD)1,300,9781,101,893-199,08578718.64%-7
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